
Licensed Property and Casualty Agent with over 10 years of experience. Started my career in insurance delivery excellent customer. I’ve excelled in sales, underwriting, & recently Quality Assurance.
Monitored and evaluated the quality of conversations between customers and agents, provided constructive feedback, training, and coaching.
Took Inbound calls from potential clients, Quoted and provided coverage counseling to ensure proper coverage was being selected. Contributed to team success by consistently meeting and surpassing sales goals set by management.
Streamlined policy renewal processes for improved efficiency and client retention rates.
Spent ample time with each customer, verbally reviewing, and explaining coverages. Also upsold additional products and services after identifying customer needs and requirements.
Provided quotes via phone and in person.
Was able to bind homeowners, renters and auto policies based on customer needs. Processed endorsements and payments.
Evaluated personal liability insurance applications to assess eligibility and risk. Maintained clear communication with brokers, agents, and clients to gather information and address questions.